529 forms & applications

Please note that in order to save any forms completed online, you must have Adobe Acrobat version 8 or higher. If you do not have this version, you may either click here to download the most recent version, or print the blank forms and complete them manually.

If you don’t see the form or application you need, or if you have any questions, please contact us at 866-529-8582 or return to the BlackRock CollegeAdvantage 529 page.

Open a new account

Used to establish an Account in the BlackRock CollegeAdvantage 529 Savings Plan, this application will provide us with the name, tax identification/Social Security number of the Account Owner and the Beneficiary of the Account, as well as providing information on your Investment Option elections, how you will fund the account, and more. If you are planning on funding your Account with an Automatic Investment Plan, you will need to complete that section of the New Account Application.

Are you funding your Account with assets from another qualified 529 Savings Plan, an UTMA/UGMA, or maybe from qualified U.S. savings bonds? You will need to complete this form and submit it along with your New Account Application. You may need this form again in the future if you wish to roll other assets into your existing BlackRock CollegeAdvantage Account.

You may also fund your Account by having your employer deduct directly from your payroll, and send the money to your Account. This will require two forms, initially: The Payroll Deduction Authorization Form provides us with information about the contributor to the Account, the employer handling the payroll deduction, and how to invest the money when it arrives.

But to begin a payroll deduction plan, please make sure your company offers this service to their employees. If your company has not yet established a corporate payroll deduction plan, they will need to complete the Employer payroll deduction form.

Are you an employer looking to establish a company-sponsored 529 plan to help your employees to invest in the BlackRock CollegeAdvantage 529 Savings Plan? This form will explain the different ways your employees can contribute, and also us to establish your plan. Talk with your Financial Advisor about the benefits of setting up a company-sponsored plan.

Existing account

Things change. We understand that. So we've created this form to allow you to make those changes as they come up. Use this form to change your address, add or change bank instructions or Automatic Investment Plan instructions.

Is it time to update the Account Owner, Successor Owner or Beneficiary listed on your account? Or is it time to transfer the account into the name of the Beneficiary? You can use this form to make ownership changes to your account(s).

You would use this form to reallocate your Investment Options, or to establish a Systematic Reallocation. Please keep in mind; you may only change your Investment elections once per calendar year, so if you plan on setting up a Systematic Reallocation when you open your Account, you must supply this form along with your New Account Application (otherwise, it will count as your annual change).

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

This information is intended for use in the United States. This information is not a solicitation for or offering of any investment, product or service to any person in any jurisdiction or country in which such solicitation or offering would be unlawful.